Vanguard Equity Income-InvVEIPX

13F holders, Q3 2024 (September 30)
3holders −1
1new positions
2sold out
$45.67avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Vanguard Equity Income-Inv (VEIPX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Sequent Asset Management, LLC ($210K), Coston, McIsaac & Partners ($208K) and Tucker Asset Management LLC ($34K).

Company
Vanguard Equity Income-Inv
CUSIP
921921102
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 4Q4 2024Q1 2025: 1Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$210K
Exits2$1.3M

All 13F filers, Q2 2024 → Q3 2024: 4,591 shares bought and 30,060 shares sold, net −25,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Sequent Asset Management, LLC 0.10% New 4,586 $210K
Coston, McIsaac & Partners 0.06% No change 4,555 $208K
Tucker Asset Management LLC 0.01% Add +0.7% 755 $34K

"% of holder's portfolio" is VEIPX's weight in each manager's 13F, not the share of Vanguard Equity Income-Inv the manager owns.